Arca

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CLARITY’s real status versus online noise. Arca Portfolio Manager David Nage guest authors this week’s That’s Our Two Satoshis, covering: • Fabricated CLARITY claims versus actual legislative status • Banking and Agriculture texts expected in one bill • Ethics framework remains key to Democratic crossover support • SEC rulemaking advances as August window narrows @DavidNage examines CLARITY’s narrowing window by separating fabricated claims from the real draft, vote count, and regulatory path.

@KatieTalati @grovedotfinance @VelocityDEX Watch the full episode here 👇 x.com/i/broadcasts/1…

ICYMI: What’s Driving Token Prices? Host🎙️@KatieTalati covers: @grovedotfinance — launches governance and utility token for new DeFi protocol investing in off-chain credit assets @VelocityDEX — Drift rebrands to Velocity DEX while outlining long-term victim recovery plan post-hack @bonk_inu — BonkDAO seeks to recover funds after governance exploit allowed unauthorized treasury withdrawal

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@jdorman81 Read more here👇 bit.ly/4eWW7av

Crypto green shoots emerge. This week's That's Our Two Satoshis explores: • Strategy's capital management overhaul • Robinhood Chain and crypto infrastructure expansion • The equity vs. token value accrual debate • Open USD and rising stablecoin competition @jdorman81 examines where value is actually accruing across digital assets.

@KatieTalati @datafdn @aave @centrifuge Watch the episode here 👇 x.com/i/broadcasts/1…

ICYMI: What's Driving Token Prices? Host🎙️@KatieTalati covers: @datafdn — Story Protocol rebrands as DATA Network with a new focus on AI training data @aave — acquisition rumors drive price action before founder refutes claims @centrifuge — partners with New York Life Investment Management to expand tokenized fixed income @SynapseProtocol — launches Hypercall, bringing on-chain options to HyperEVM

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Securitize moves toward public markets Arca Research Analyst Joey Reinberg guest authors this week’s That’s Our Two Satoshis, covering: • Securitize’s expected SECZ listing through CEPT SPAC merger • Tokenization’s role in moving financial assets on-chain • Full-stack infrastructure across issuance, compliance, and asset servicing • Institutional partnerships and platform AUM as adoption signals @joeyreinberg_ examines how Securitize sits between tokenization infrastructure and traditional capital markets.

@KatieTalati @goldfinch_fi @injective @synthetix Watch the full episode here 👇 x.com/i/broadcasts/1…

ICYMI: What’s Driving Token Prices? Host 🎙️@KatieTalati covers: @goldfinch_fi — winds down operations after borrower defaults limit asset recovery @injective — launches AI agent platform with identity verification and fee routing @synthetix — votes to deprecate sUSD and plans basis-vault-backed replacement @ethereum — Foundation restructures as Ethlabs launches to support ETH and DeFi

What's Driving Token Prices? x.com/i/broadcasts/1…

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Galaxy’s AI transformation creates an identity crisis Arca Research Associate Alex Woodard guest authors this week’s That’s Our Two Satoshis, covering: • Galaxy’s digital asset and AI businesses under one ticker • Distressed Helios acquisition and transition into AI infrastructure • CoreWeave HPC/AI hosting agreement reshaping Galaxy’s business model • The case for a spin-off to clarify GLXY’s identity @Crypto_Alex17 examines how Helios reshaped Galaxy’s business and whether one ticker can clearly represent its crypto and AI operations.

Views expressed are those of the speaker as of the interview date and are subject to change. This content is provided for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or digital asset. Arca Funds, its affiliates, and/or clients may hold positions in investments discussed in this interview.

Our CIO, Jeff Dorman, joined @RealAllinCrypto to discuss tokenization, digital asset valuation, and why blockchain's most significant impact may still be ahead of us. Watch the full interview 👇